See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,591 | $158,817-90.8% | $121,196-88.0% | $135,375-89.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -19.25% | -0.64%-18.6pp | 16.93%-36.2pp | 519.73%-539.0pp |
| Employer contribution / active EE | $4,447 | $5,665-21.5% | $4,022+10.6% | $4,779-6.9% |
| Participant deferral / active EE | $6,506 | $4,005+62.5% | $3,344+94.5% | $5,609+16.0% |
| Admin fee / account holder | $287 | $6,512-95.6% | $5,019-94.3% | $10,827-97.4% |